ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $322,079 | -6.3% | 3,580 | -2.5% | 0.03% | -3.6% |
| Q2 2023 | $343,808 | +11.1% | 3,672 | +4.1% | 0.03% | -3.4% |
| Q1 2023 | $309,457 | +7.0% | 3,526 | +0.4% | 0.03% | -3.3% |
| Q4 2022 | $289,133 | +8.7% | 3,512 | +0.4% | 0.03% | -3.2% |
| Q3 2022 | $266,000 | -9.2% | 3,499 | -3.6% | 0.03% | -6.1% |
| Q2 2022 | $293,000 | -15.8% | 3,628 | +0.8% | 0.03% | -2.9% |
| Q1 2022 | $348,000 | -3.9% | 3,598 | +5.7% | 0.03% | 0.0% |
| Q4 2021 | $362,000 | +56.7% | 3,403 | +40.9% | 0.03% | +36.0% |
| Q3 2021 | $231,000 | 0.0% | 2,415 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $231,000 | -60.9% | 2,415 | -64.1% | 0.02% | -62.7% |
| Q1 2021 | $591,000 | +47.0% | 6,735 | +38.0% | 0.07% | +34.0% |
| Q4 2020 | $402,000 | -1.0% | 4,880 | +76.7% | 0.05% | -9.1% |
| Q3 2020 | $406,000 | +9.1% | 2,761 | -0.8% | 0.06% | 0.0% |
| Q2 2020 | $372,000 | -7.0% | 2,783 | -23.6% | 0.06% | -31.2% |
| Q1 2020 | $400,000 | -44.4% | 3,643 | -32.2% | 0.08% | -36.5% |
| Q4 2019 | $720,000 | -13.1% | 5,374 | -19.9% | 0.13% | -22.2% |
| Q3 2019 | $829,000 | -5.6% | 6,706 | -6.9% | 0.16% | -11.0% |
| Q2 2019 | $878,000 | -11.7% | 7,205 | -14.3% | 0.18% | -10.8% |
| Q1 2019 | $994,000 | -12.5% | 8,409 | -23.7% | 0.20% | -26.1% |
| Q4 2018 | $1,136,000 | -10.1% | 11,021 | +5.0% | 0.28% | +17.9% |
| Q3 2018 | $1,263,000 | +3.6% | 10,501 | -2.8% | 0.23% | -4.1% |
| Q2 2018 | $1,219,000 | +1.8% | 10,808 | -3.1% | 0.24% | -31.5% |
| Q1 2018 | $1,197,000 | +0.3% | 11,157 | +6.8% | 0.36% | +3.8% |
| Q4 2017 | $1,193,000 | +10.9% | 10,445 | +2.3% | 0.34% | -1.7% |
| Q3 2017 | $1,076,000 | +10.2% | 10,211 | +6.8% | 0.35% | +2.9% |
| Q2 2017 | $976,000 | +12.4% | 9,561 | +7.2% | 0.34% | +2.1% |
| Q1 2017 | $868,000 | +20.6% | 8,918 | +15.5% | 0.33% | +6.8% |
| Q4 2016 | $720,000 | – | 7,719 | – | 0.31% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Divergent Planning, LLC | 110,751 | $10,643,000 | 8.63% |
| SPINNAKER TRUST | 1,040,357 | $99,396,000 | 6.92% |
| Roof Eidam Maycock Peralta, LLC | 163,007 | $15,574,000 | 5.81% |
| Prostatis Group LLC | 64,499 | $6,162,264 | 4.21% |
| C-J Advisory, Inc. | 62,564 | $5,977,000 | 3.21% |
| Consolidated Planning Corp | 34,070 | $3,255,000 | 2.41% |
| Stewardship Advisors, LLC | 63,439 | $6,061,000 | 2.27% |
| Colorado Capital Management, Inc. | 25,647 | $2,990,000 | 2.01% |
| VERITY Wealth Advisors | 21,578 | $2,062,000 | 1.87% |
| Ellevest, Inc. | 174,836 | $16,703,000 | 1.66% |